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D
Why do it yourself? let's others to help.
It's maybe a small business for Intel, it's a big business opportunity for a startup.
Jun 30, 2025
B
Maybe UMC can emerge as a critical 49% owner for Intel Foundry with US based PE firms and Intel products as a consolidated 51% owner...
Jun 30, 2025
S
The only thing that UMC can provide Intel is PDK Experience and Customers not Tech Intel is way ahead of UMC in that regard.
Jun 30, 2025
S
Maybe UMC can emerge as a critical 49% owner for Intel Foundry with US based PE firms and Intel products as a consolidated 51% owner...
Jun 30, 2025
F
UMC collaborated with IBM before.
Jun 30, 2025
O
Maybe UMC can emerge as a critical 49% owner for Intel Foundry with US based PE firms and Intel products as a consolidated 51% owner...
Jun 30, 2025
S
It is true, always has been. Remember, this is not the first time Intel has gone into the foundry business. The Intel PDKs are a...
Jun 30, 2025
It is true, always has been. Remember, this is not the first time Intel has gone into the foundry business. The Intel PDKs are a...
Jun 30, 2025
F
It should have been apparent already with the Hezbollah attacks.
Jun 30, 2025
F
EUV not so meaningful or not as meaningful as AI chips.
Jun 30, 2025
F
1. The term “fab” can mean different things. For example, TSMC is continuously building Fab 21 in Phoenix, Arizona, which consists of...
Jun 30, 2025
F
The competitive moat and barriers in AI are huge as are the ones in Foundry for Intel.
Also in datacenter as well as client AMD is...
Jun 30, 2025
F
That's exactly the point made in Andy's book :) A "radically lower cost per wafer" may be the next "10X inflection point":
"Grove...
Jun 30, 2025
F
"Semiconductor revenue required to support one leading edge fab" is a fabulous metric, comparing Intel (with tons of revenue in 2011...
Jun 30, 2025
F
Unfortunately, supply versus demand will keep semiconductor costs up. Moore's Law truly is dead when it comes to wafer price.
Jun 30, 2025
Like.
Maybe UMC can emerge as a critical 49% owner for Intel Foundry with US based PE firms and Intel products as a consolidated 51% owner...
Daniel Nenni replied to the thread Insightful Intel Diagnosis @ Strategeion.It is true, always has been. Remember, this is not the first time Intel has gone into the foundry business. The Intel PDKs are a...